WDEF vs IDEF

AWDEF

BIDEF

Measures won1–3IDEF wins · of 6 · 5Y

$10,000 · 5Y$38,820SMH

Lowest cost0.35%SMH · $35 on $10k

Most income0.36%IDEF · $36 on $10k

Smallest drop−19.2%IDEF · worst fall in 1Y

Held in common19.3%WDEF and IDEF

WDEF

IDEF

WisdomTree Europe Defense Fund · $82MiShares Defense Industrials Act · $3.6B

[…]3 years · per year[…]

[…]5 years · per year[…]

0.45%Expense ratio$45 · $55 on $10k · lower wins0.55%

0.07%12-mo yield$7 · $36 on $10k0.36%

−23.9%Worst dropSmaller wins−19.2%

30.3%VolatilityLower wins23.4%

1–3IDEF wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsWDEF · IDEF

9.8%HO.PA3.8%

3.8%RR.L2.3%

9.6%RHM.DE1.7%

5.3%LDO.MI1.6%

Held in common19.3%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.4B
2	AWDEF	WisdomTree Europe Defense FundRead Desk	0.45%	0.07%	−0.8%	−1.2%	−7.4%	new	new	−23.9%	$82M
3	BIDEF	iShares Defense Industrials ActRead Desk	0.55%	0.36%	−2.2%	−3.5%	−7.9%	new	new	−19.2%	$3.6B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.4B
2	AWDEF	WisdomTree Europe Defense FundRead Desk	0.45%	0.07%	−0.8%	−1.2%	−7.4%	new	new	−23.9%	$82M
3	BIDEF	iShares Defense Industrials ActRead Desk	0.55%	0.36%	−2.2%	−3.5%	−7.9%	new	new	−19.2%	$3.6B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

WDEF vs IDEF

WDEF

WisdomTree Europe Defense Fund

[…]

IDEF

iShares Defense Industrials Act

[…]

MeasureWDEFIDEF

Fee0.45%0.55%

Cost on $10k a year$45$55

Yield0.07%0.36%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y−23.9%−19.2%

Volatility · 1Y30.3%23.4%

3–1measures won
IDEF first

19.3%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+49.8%

SMHVanEck

+40.0%

+49.8%Year to date+40.0%

0.33% · $33Fee · on $10k a year0.35% · $35

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: WDEF, IDEF, SMH

Today

19.3%most shared, WDEF and IDEF

WDEFIDEFSMH

WDEF—19.3%0.0%

IDEF19.3%—1.0%

SMH0.0%1.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

−$13most kept, SMH

SMH$22 − $35 = −$13

IDEF$36 − $55 = −$19

WDEF$7 − $45 = −$38

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee